universa fund holdings

The filing was for a pooled investment fund: hedge fund The notice included securities offered of Pooled Investment Fund Interests,Other The fund, managed by Universa Investments of Miami, had a year-to-date return of 4,144% through the end of last month, according to an investor letter … All rights reserved. The fund’s returns for the year climbed to roughly 20% through earlier last week, this person said. He is known as a pioneer in so-called “tail-hedging”[3] or “black swan” investing, an investment strategy intended to provide “insurance-like protection” against stock market crashes. [10], Moreover, “Universa was among a handful of funds that made huge gains" during the financial crisis of 2007–2008. Designed to be a long-term core holding. Future Financial Crises Will Be Deeper, Universa's Spitznagel Warns, Universa's Spitznagel on Fed Policy, Hedge Funds and Insuring Market Risk, A Hedge Fund Manager Who Doesn’t Mind a Losing Bet, Black Swans Are A Myth, Government Intervention Is The Only Black Swan, The Dao of Capital: Austrian Investing in a Distorted World, Hedge-fund manager Mark Spitznagel to host Ron Paul fundraiser, Americans Must Choose Non-intervention For Peace and Prosperity, Hedge fund manager Mark Spitznagel to advise Rand Paul, More investors leaving U.S. northeast for Florida, A Hedge Fund Pioneer Is Making Some of the Best Goat Cheese in America, https://en.wikipedia.org/w/index.php?title=Mark_Spitznagel&oldid=982755384, 21st-century American non-fiction writers, Courant Institute of Mathematical Sciences alumni, Articles with dead external links from February 2019, Wikipedia articles with WORLDCATID identifiers, Creative Commons Attribution-ShareAlike License, Founding and managing Universa Investments, This page was last edited on 10 October 2020, at 04:04. [6], He and his wife built, own, and operate Idyll Farms, a farm in Michigan that pastures dairy goats and produces artisanal chèvre. Universa Asymmetry Fund is based out of Miami. Management has no ownership stake in the fund. Read their Plain English Brochure. Universa Investments. Healthcare of Ontario Pension Plan Trust Fund purchased a new position in shares of Universal Insurance in the 2nd quarter valued at about $1,938,000. Local donors including the Harold & Kay Peplau Family Fund and the estate of Irene Fast will be matching gifts 1:1. The Manufacturers Life Insurance Company owned about 0.06% of Universal worth $590,000 […] Since the inception of the fund, the investors have witnessed a net return of 239% on capital. [22], In his book[19] and in a 2015 op-ed (“The Myth of Black Swan Market Events”), Spitznagel connected every similar high point in the Tobin's Q-ratio since 1900 with past monetary interventionism and subsequent stock market losses, which he called “perfectly predictable, by economic logic alone.”[23], Along with entrepreneur Peter Thiel, Spitznagel was a major supporter of the 2012 Republican presidential campaign of U.S. You can view more information on Universa Investments including private fund info, contact info, top management and executives, website, email addresses, and more below: A Bloomberg article claimed that the farm is making "some of the best goat cheese in America.”[29], Spitznagel also reportedly flies planes and practices ashtanga yoga. [6], Courant Institute of Mathematical Sciences, The Sveriges Riksbank Prize in Economic Sciences winner, The Secret to Mark Spitznagel’s Success? Established in year 2000, UVH, is a fully licensed trading company for diamonds and gold within South Africa. The firm last filed a Form D notice of exempt offering of securities on 2014-06-12. Congressman Ron Paul, a friend and fellow libertarian who “shares [Spitznagel's] contempt for the Federal Reserve”[24] and his desire for a non-interventionist foreign policy. Not Following the Crowd, Tail-Risk Hedge Pioneer Spitznagel on Safe Havens, Veteran Trader of the Chicago Board of Trade, Meet Mark Spitznagel, the Investor Behind Universa’s Big Gain, Mark Spitznagel beats drum for tail risks as markets stall. Investing in mutual funds such as UNIVERSAL INSTITUTIONAL may seem like a challenging task, but doing a little research and knowing your investing goals makes it easier. Mark Spitznagel (/ˈspɪtsneɪɡəl/; born March 5, 1971) is an American investor and hedge fund manager. [9], In 2018, The Wall Street Journal reported that “a strategy consisting of just a 3.3% position in Universa with the rest invested passively in the S&P 500 had a compound annual return of 12.3% in the 10 years through February (2018), far better than the S&P 500 itself” (and portfolios with “more traditional hedges”). ... Universal Insurance Holdings, Inc. … [27] In 2014, he moved his hedge fund offices from Los Angeles to Miami, citing Florida's “more hospitable business and tax environment” than California's. 1. The firm last filed a Form D notice of exempt offering of securities on 2014-06-12. The current minimum investment for Universa Premium Fund Iii Ltd is $50000000. Universa Investments L.P. is a hedge fund based in Miami, FL. UVE’s focus is on creating a best-in-class customer experience, disciplined growth, driving a culture of operational excellence and continuous improvement, maintaining a strong balance sheet and maximizing shareholder value through earnings stability. Universal Venture Holdings (Pty) Limited (UVH) is a company with limited liability incorporated in the Republic of South Africa. As you were made aware, we are embarking on a new road, with a new Company, with innovative packages and Offshore opportunities for the advantages of … • Hedge Fund [10] In 2010, it was alleged that a large trade by Spitznagel in the minutes leading up to the 2010 Flash Crash (when the Dow Jones Industrial Average lost over 9% of its value during the day) was among its primary triggers. Universa Asymmetry Fund is based out of Miami. [26], Spitznagel is among the many financial executives and hedge fund managers who moved their residence and operations to Florida. [11], Spitznagel's self-described investment strategy is focused on risk mitigation in portfolio construction, and is intended to allow his clients to take more systematic risk. Several other institutional investors and hedge funds have also made changes to their positions in UHS. See holdings data for Anfield Universal Fixed Income Fund (AFLEX). [12] In general terms, he does this by owning far out-of-the-money put options on stocks. Universa Investments L.P. (“Universa”) is an investment management firm that has specialized in risk mitigation since it was founded in 2007 by President and Chief Investment Officer Mark Spitznagel. 3. For instance, he has written pieces on Ludwig von Mises (“The Man Who Predicted the Depression”)[20] and about the Fed's alleged culpability for “increasing wealth disparity,”[21] which focused on the economic distortions that ostensibly result from money creation. Form D contains basic information about the offering and the company. Track the AUM, funds, and holdings for Universa Investments LP over time. Compare against similar firms. He has called “investing Übermensch” Friedrich Nietzsche’s slogan “amor fati”—or the love of one’s fate—“the secret to successful investing.”[13], Spitznagel is dismissive of Modern Portfolio Theory, and specifically its emphasis on correlations and mean-variance (or Sharpe ratios),[12][14] and skeptic of market forecasts,[12] although, according to a New York Times article, he predicted two market routs in the past decade, first in 2000 and then in 2008,[15] as well as the “2000s commodities boom.”[4], He has described what he does as lowering what he calls the “volatility tax” paid by investors—"the hidden tax on an investment portfolio caused by the negative compounding of large investment losses.”[16] He detailed in an investor letter how “mathematically, it is the rare big loss, not the frequent small losses, that matters most to long-run compounding,” and called the Swiss mathematician and physicist Daniel Bernoulli “Universa’s Patron Saint.”[17], Spitznagel wrote a book in 2013 titled The Dao of Capital: Austrian Investing in a Distorted World about the Austrian School of economics and its ostensible application to investing. As per the WSJ, Universa made 20% in August 2015 when the Dow lost more than 1,000 points. [27], According to The Wall Street Journal, Spitznagel splits his time between his Miami office and Michigan, where his family lives. Renaissance Technologies LLC Info: Size ($ in 1000's) At 09/30/2020: $100,150,081 At 06/30/2020: $115,840,778 Renaissance Technologies LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Renaissance Technologies LLC 13F filings. Universa Investments is a hedge fund company based in Miami, FL. They hold $2.2 billion in assets under management as of March 31, 2017. The above results are hypothetical and are intended for illustrative purposes only. The fund owned 204,734 shares of the financial services provider’s stock after selling 4,560 shares during the period. [6], In 1999, Spitznagel and author and financial mathematician Nassim Nicholas Taleb (who was Spitznagel's professor at NYU) established the Empirica Capital “tail-hedging” fund. [18] Paul Tudor Jones said of Spitznagel's book that it “shows how a seemingly difficult immediate loss becomes an advantageous intermediate step for greater future gain, and thus why we must become ‘patient now and strategically impatient later’.”[19], As a libertarian and advocate of Austrian economics, Spitznagel has been very critical of central bank monetary interventionism. We thank you for your attendance during our presentations on the 3rd and 4th of May 2019. Catch the five-day broadcast of the virtual event Dec. 1 … View the latest funds and 13F holdings. How do I update this listing? Senator Rand Paul. Advisors Asset Management Inc. decreased its position in Franklin Universal Trust (NYSE:FT) by 2.2% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. Universa Premium Fund Iii Ltd is one of the larger private funds with 1.3 billion in assets. The move is the first big win for the … 13F filing from UNIVERSA ASYMMETRY FUND LP, enter your Research information including asset allocation, sector weightings and top holdings for Anfield Universal Fixed Income Fund. SEC Filings include 13F quarterly reports, 13D/G events and more. Mark Spitznagel, who founded Universa Investments, is also its President and Chief Investment Officer. Download a copy of a Fund's Prospectus by clicking one of the following: which contains this and other information, or contact the Fund’s distributor at: ALPS Distributors, Inc., 1290 Broadway, Suite 1000, Denver, Colorado 80203 or call 800-920-0259. Sign-up We give you the access and tools to invest like a Wall Street money manager – at a Main Street price. Did a Big Bet Help Trigger 'Black Swan' Stock Swoon? Research information including asset allocation, sector weightings and top holdings for Anfield Universal Fixed Income Fund. Detailed Profile of UNIVERSA BSPP EQUITY & FIXED INCOME FUND, L.P. portfolio of holdings. Please read the Fund… View top holdings and key holding information for BMO Universal MAP Growth Fund 3 (0P0001C2MI.L). View Top Holdings and Key Holding Information for Invesco High Yield Equity Divid (PEY). He is the founder, owner, and chief investment officer of Universa Investments, a hedge fund management firm based in Miami, Florida. [28] There is no income tax or estate tax in the state of Florida. 11 minutes ago. Guggenheim Capital LLC’s holdings in Universal Health Services were worth $2,282,000 as of its most recent SEC filing. A 2018 investor letter seen by Bloomberg showed that an equity portfolio with a small allocation to Universa posted a compound annual growth … The Manufacturers Life Insurance Company reduced its position in Universal Co. (NYSE:UVV) by 1.7% in the 3rd quarter, according to its most recent filing with the SEC. Mark Spitznagel is an American investor and hedge fund manager. Hedge fund Universa Investments is moving from Santa Monica, Calif. to Miami’s Coconut Grove neighborhood. Fund drive raises more than 49K emergency food boxes for hungry Washtenaw County residents. They operate 13 private funds and have approximately $2.15 billion in total assets under management (AUM). to see more advanced email alert options such as selecting any type of Watch Local 4 News at Noon -- Dec. 10, 2020 ... a division of Graham Holdings… He is the founder, owner, and chief investment officer of Universa Investments, a hedge fund management firm based in Miami, Florida.[2]. For long-term investors, funds are a good investment, especially during periods of market volatility. All text and design is copyright © 2020 WhaleWisdom.com. • MIAMI, FL [7][8], In 2007, Spitznagel founded the hedge fund Universa Investments, where he is the Chief Investment Officer, and which offers a type of insurance against extreme market risk. The Sveriges Riksbank Prize in Economic Sciences winner and New Keynesian New York Times columnist Paul Krugman has critically addressed these positions. Low cost, broad exposure to the Canadian investment grade bond market. The filing was for a pooled investment fund: hedge fund The notice included securities offered of Pooled Investment Fund Interests,Other, ***Log In or Welcome to Universal Holdings Capital Website. To determine if this Fund is an appropriate investment for you, carefully consider the Fund's investment objectives, risk factors, charges and expense before investing. Pays monthly cash distributions and provides diversification opportunities. ...or to simply have an email sent to you whenever we receive a new See holdings data for Anfield Universal Fixed Income Fund (AFLKX). It was founded in 01/2008. SEC form, multiple filers or classes of filers, and much more.***. [4][5] Spitznagel became an independent pit-trader at the Chicago Board of Trade and later a proprietary trader at Morgan Stanley in New York. Form D is a form to be used to file a notice of an exempt offering of securities with the Securities and Exchange Commission. Spitznagel has a graduate degree in mathematics from the Courant Institute of Mathematical Sciences at New York University and an undergraduate degree from Kalamazoo College. The firm owned 14,099 shares of the company’s stock after selling 248 shares during the period. The fund owned 21,311 shares of the health services provider’s stock after selling 6,186 shares during the quarter. 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